IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in Invesco Mortgage Capital in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
68
Reduced
71
Closed
29
Calls
$2.01M
Puts
$2.14M
Net Calls
-$131K
Net Calls Change
-$1.68M

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Invesco
2
Invesco
Georgia
$16.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$21.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$48.7M
5
MWNA
5
Marshall Wace North America
New York
$7.11M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.4M
3
JIM
3
Jupiter Investment Management
United Kingdom
$1.35M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$4.7M
5
Wells Fargo
5
Wells Fargo
California
$8.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$247K +$247K +1,507 New
US Bancorp
152
US Bancorp
Minnesota
$239K +$2.95K +18 +1%
NIT
153
NumerixS Investment Technologies
British Columbia, Canada
$238K -$217K -1,340 -48%
GCP
154
GSA Capital Partners
United Kingdom
$237K +$237K +1,449 New
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$236K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$235K – – –
RQS
157
Ramsey Quantitative Systems
Kentucky
$231K – – –
ARTA
158
A.R.T. Advisors
New York
$222K -$615K -3,770 -73%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$211K -$493K -2,561 -70%
NA
160
NewEdge Advisors
Louisiana
$203K +$203K +1,245 New
Citadel Advisors
161
Citadel Advisors
Florida
$201K -$3.92M -23,946 -95%
PM
162
Parametrica Management
Hong Kong
$200K +$200K +1,218 New
Walleye Trading
163
Walleye Trading
New York
$200K +$200K +1,219 New
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$192K +$29K +177 +18%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$183K -$1.14K -7 -0.6%
Russell Investments Group
166
Russell Investments Group
United Kingdom
$176K -$968K -5,918 -85%
WAM
167
Weiss Asset Management
Massachusetts
$175K +$175K +1,070 New
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$171K +$171K +1,044 New
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$170K -$20.3K -124 -11%
SCM
170
Shelton Capital Management
Colorado
$169K +$169K +1,031 New
QT
171
Quantbot Technologies
New York
$166K +$166K +1,017 New
AIP
172
Ameritas Investment Partners
Nebraska
$159K – – –
AG
173
Advisor Group
Arizona
$149K -$260K -1,590 -64%
SOAMC
174
Spirit of America Management Corp
New York
$115K – – –
AssetMark Inc
175
AssetMark Inc
California
$115K +$104K +636 +922%
5 6
7
8 9